MIM

Macroview Investment Management Portfolio holdings

AUM $133M
1-Year Est. Return 16.62%
This Quarter Est. Return
1 Year Est. Return
+16.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.7M
AUM Growth
+$3.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.87M
3
+$1.62M
4
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$1.55M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.45M

Top Sells

1
+$1.57M
2
+$1.15M
3
+$652K
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$567K
5
VIOO icon
Vanguard S&P Small-Cap 600 ETF
VIOO
+$478K

Sector Composition

1 Technology 7.35%
2 Consumer Discretionary 5.21%
3 Financials 2.51%
4 Communication Services 1.22%
5 Industrials 0.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.49K 0.01%
+180
252
$8.48K 0.01%
+101
253
$8.47K 0.01%
610
+11
254
$8.46K 0.01%
1,131
255
$8.43K 0.01%
402
+63
256
$8.42K 0.01%
+191
257
$8.37K 0.01%
401
-20
258
$8.3K 0.01%
104
+60
259
$8.29K 0.01%
+137
260
$8.28K 0.01%
+502
261
$8.24K 0.01%
485
262
$8.22K 0.01%
10
263
$8.16K 0.01%
+106
264
$8.16K 0.01%
+490
265
$8.15K 0.01%
+822
266
$8.14K 0.01%
+875
267
$8.13K 0.01%
126
+33
268
$8.12K 0.01%
+847
269
$8.11K 0.01%
+215
270
$8.09K 0.01%
+349
271
$8.09K 0.01%
443
+150
272
$8.07K 0.01%
+76
273
$8.07K 0.01%
+186
274
$8.05K 0.01%
148
+123
275
$8.04K 0.01%
+200
9 10
11
12 13